VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,219 shares; 2024Q4: 381,800 shares; 2025Q1: 385,735 shares; 2025Q2: 372,042 shares; 2025Q3: 377,035 shares; 2025Q4: 380,128 shares 380,128 $120M 4.98% +3,093 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,515 shares; 2024Q4: 190,115 shares; 2025Q1: 192,209 shares; 2025Q2: 171,809 shares; 2025Q3: 171,162 shares; 2025Q4: 174,093 shares 174,093 $107M 4.45% +2,931 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,396 shares; 2024Q4: 507,272 shares; 2025Q1: 502,963 shares; 2025Q2: 505,601 shares; 2025Q3: 510,104 shares; 2025Q4: 538,326 shares 538,326 $100M 4.18% +28,222 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031,015 shares; 2024Q4: 1,071,011 shares; 2025Q1: 1,120,870 shares; 2025Q2: 1,118,333 shares; 2025Q3: 1,392,499 shares; 2025Q4: 1,656,784 shares 1,656,784 $75.4M 3.14% +264,285 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,288 shares; 2024Q4: 289,870 shares; 2025Q1: 292,777 shares; 2025Q2: 299,135 shares; 2025Q3: 310,498 shares; 2025Q4: 317,797 shares 317,797 $69.8M 2.91% +7,299 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,583 shares; 2024Q4: 76,525 shares; 2025Q1: 79,168 shares; 2025Q2: 97,469 shares; 2025Q3: 100,126 shares; 2025Q4: 101,896 shares 101,896 $69.8M 2.9% +1,770 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,213 shares; 2024Q4: 337,510 shares; 2025Q1: 338,525 shares; 2025Q2: 335,741 shares; 2025Q3: 345,778 shares; 2025Q4: 354,814 shares 354,814 $68M 2.83% +9,036 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,329 shares; 2024Q4: 124,243 shares; 2025Q1: 126,174 shares; 2025Q2: 132,761 shares; 2025Q3: 134,456 shares; 2025Q4: 138,715 shares 138,715 $67.1M 2.79% +4,259 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,486 shares; 2024Q4: 214,473 shares; 2025Q1: 215,538 shares; 2025Q2: 219,382 shares; 2025Q3: 221,391 shares; 2025Q4: 212,942 shares 212,942 $66.8M 2.78% -8,449 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,217 shares; 2024Q4: 215,645 shares; 2025Q1: 217,893 shares; 2025Q2: 226,876 shares; 2025Q3: 230,010 shares; 2025Q4: 233,508 shares 233,508 $63.5M 2.64% +3,498 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,160 shares; 2024Q4: 483,536 shares; 2025Q1: 475,234 shares; 2025Q2: 472,030 shares; 2025Q3: 486,840 shares; 2025Q4: 510,720 shares 510,720 $62.2M 2.59% +23,880 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575,754 shares; 2024Q4: 617,506 shares; 2025Q1: 642,863 shares; 2025Q2: 671,034 shares; 2025Q3: 716,628 shares; 2025Q4: 732,998 shares 732,998 $60.5M 2.52% +16,370 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,088 shares; 2024Q4: 221,879 shares; 2025Q1: 225,962 shares; 2025Q2: 235,304 shares; 2025Q3: 239,862 shares; 2025Q4: 244,874 shares 244,874 $56.5M 2.35% +5,012 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,165 shares; 2024Q4: 253,021 shares; 2025Q1: 257,559 shares; 2025Q2: 247,946 shares; 2025Q3: 273,151 shares; 2025Q4: 283,710 shares 283,710 $54.2M 2.25% +10,559 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,285 shares; 2024Q4: 275,699 shares; 2025Q1: 275,611 shares; 2025Q2: 279,627 shares; 2025Q3: 288,483 shares; 2025Q4: 295,425 shares 295,425 $51.9M 2.16% +6,942 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,114 shares; 2024Q4: 400,030 shares; 2025Q1: 407,277 shares; 2025Q2: 403,403 shares; 2025Q3: 417,295 shares; 2025Q4: 434,944 shares 434,944 $46.4M 1.93% +17,649 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,119 shares; 2024Q4: 321,897 shares; 2025Q1: 329,589 shares; 2025Q2: 322,077 shares; 2025Q3: 330,252 shares; 2025Q4: 318,956 shares 318,956 $45.8M 1.9% -11,296 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,741 shares; 2025Q4: 387,052 shares 387,052 $45.6M 1.9% +280,311 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,534 shares; 2024Q4: 116,316 shares; 2025Q1: 118,905 shares; 2025Q2: 124,376 shares; 2025Q3: 127,189 shares; 2025Q4: 138,007 shares 138,007 $44.5M 1.85% +10,818 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,190 shares; 2024Q4: 54,827 shares; 2025Q1: 57,017 shares; 2025Q2: 70,586 shares; 2025Q3: 77,390 shares; 2025Q4: 78,427 shares 78,427 $39.4M 1.64% +1,037 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,794 shares; 2024Q4: 389,794 shares; 2025Q1: 396,609 shares; 2025Q2: 393,663 shares; 2025Q3: 404,827 shares; 2025Q4: 416,568 shares 416,568 $38.4M 1.6% +11,741 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,973 shares; 2024Q4: 40,578 shares; 2025Q1: 41,231 shares; 2025Q2: 42,788 shares; 2025Q3: 43,685 shares; 2025Q4: 44,496 shares 44,496 $38.4M 1.6% +811 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,657 shares; 2024Q4: 50,942 shares; 2025Q1: 51,930 shares; 2025Q2: 53,367 shares; 2025Q3: 54,956 shares; 2025Q4: 57,103 shares 57,103 $37.7M 1.57% +2,147 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,061 shares; 2024Q4: 88,399 shares; 2025Q1: 89,855 shares; 2025Q2: 95,150 shares; 2025Q3: 97,595 shares; 2025Q4: 101,424 shares 101,424 $35.6M 1.48% +3,829 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,388 shares; 2024Q4: 201,924 shares; 2025Q1: 205,404 shares; 2025Q2: 216,584 shares; 2025Q3: 223,352 shares; 2025Q4: 227,877 shares 227,877 $35.1M 1.46% +4,525 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230,304 shares; 2025Q1: 228,244 shares; 2025Q2: 257,913 shares; 2025Q3: 261,291 shares; 2025Q4: 265,376 shares 265,376 $34.8M 1.45% +4,085 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,573 shares; 2024Q4: 341,576 shares; 2025Q1: 355,547 shares; 2025Q2: 383,394 shares; 2025Q3: 396,804 shares; 2025Q4: 408,615 shares 408,615 $33.4M 1.39% +11,811 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: 5,283 shares; 2025Q1: 5,363 shares; 2025Q2: 5,778 shares; 2025Q3: 5,907 shares; 2025Q4: 6,041 shares 6,041 $32.4M 1.35% +134 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,706 shares; 2025Q2: 161,049 shares; 2025Q3: 180,844 shares; 2025Q4: 189,288 shares 189,288 $29.1M 1.21% +8,444 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,875 shares; 2024Q4: 76,625 shares; 2025Q1: 78,517 shares; 2025Q2: 86,307 shares; 2025Q3: 89,124 shares; 2025Q4: 91,998 shares 91,998 $28.5M 1.19% +2,874 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871,104 shares; 2024Q4: 922,666 shares; 2025Q1: 1,065,811 shares; 2025Q2: 1,062,806 shares; 2025Q3: 1,126,660 shares; 2025Q4: 1,201,619 shares 1,201,619 $28.4M 1.18% +74,959 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,681 shares; 2024Q4: 68,103 shares; 2025Q1: 69,659 shares; 2025Q2: 74,261 shares; 2025Q3: 78,668 shares; 2025Q4: 79,781 shares 79,781 $28M 1.17% +1,113 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,806 shares; 2024Q4: 43,849 shares; 2025Q1: 43,734 shares; 2025Q2: 43,158 shares; 2025Q3: 43,564 shares; 2025Q4: 43,527 shares 43,527 $27.3M 1.14% -37 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,688 shares; 2024Q4: 40,516 shares; 2025Q1: 40,082 shares; 2025Q2: 39,079 shares; 2025Q3: 38,904 shares; 2025Q4: 39,690 shares 39,690 $27.1M 1.13% +786 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,133 shares; 2024Q4: 380,305 shares; 2025Q1: 378,593 shares; 2025Q2: 379,823 shares; 2025Q3: 389,065 shares; 2025Q4: 394,279 shares 394,279 $26.1M 1.08% +5,214 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819,769 shares; 2024Q4: 850,318 shares; 2025Q1: 900,351 shares; 2025Q2: 923,155 shares; 2025Q3: 954,127 shares; 2025Q4: 992,996 shares 992,996 $25.3M 1.05% +38,869 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,069 shares; 2024Q4: 41,589 shares; 2025Q1: 45,083 shares; 2025Q2: 44,591 shares; 2025Q3: 46,205 shares; 2025Q4: 49,504 shares 49,504 $24.2M 1% +3,299 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,503 shares; 2024Q4: 127,841 shares; 2025Q1: 129,131 shares; 2025Q2: 138,461 shares; 2025Q3: 141,752 shares; 2025Q4: 144,531 shares 144,531 $23.4M 0.97% +2,779 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,487 shares; 2024Q4: 4,487 shares; 2025Q1: 23,113 shares; 2025Q2: 32,253 shares; 2025Q3: 44,211 shares; 2025Q4: 48,933 shares 48,933 $22.9M 0.95% +4,722 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,242 shares; 2024Q4: 68,734 shares; 2025Q1: 68,488 shares; 2025Q2: 76,846 shares; 2025Q3: 78,155 shares; 2025Q4: 80,317 shares 80,317 $22.4M 0.93% +2,162 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,151 shares; 2024Q4: 592,930 shares; 2025Q1: 604,931 shares; 2025Q2: 763,386 shares; 2025Q3: 753,318 shares; 2025Q4: 814,044 shares 814,044 $21.3M 0.89% +60,726 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,567 shares; 2024Q4: 59,251 shares; 2025Q1: 62,467 shares; 2025Q2: 64,409 shares; 2025Q3: 67,755 shares; 2025Q4: 72,494 shares 72,494 $21.2M 0.88% +4,739 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,044 shares; 2025Q1: 15,441 shares; 2025Q2: 18,208 shares; 2025Q3: 18,840 shares; 2025Q4: 19,455 shares 19,455 $20.8M 0.87% +615 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,192 shares; 2025Q4: 193,874 shares 193,874 $18.8M 0.78% -2,318 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,641 shares; 2024Q4: 84,541 shares; 2025Q1: 86,462 shares; 2025Q2: 103,684 shares; 2025Q3: 110,104 shares; 2025Q4: 116,726 shares 116,726 $18.8M 0.78% +6,622 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 2,043 shares; 2025Q1: 37,488 shares; 2025Q2: 46,317 shares; 2025Q3: 48,237 shares; 2025Q4: 52,204 shares 52,204 $18.1M 0.75% +3,967 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,811 shares; 2024Q4: 44,567 shares; 2025Q1: 44,935 shares; 2025Q2: 50,727 shares; 2025Q3: 50,749 shares; 2025Q4: 51,275 shares 51,275 $16M 0.67% +526 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,339 shares; 2024Q4: 537,362 shares; 2025Q1: 600,982 shares; 2025Q2: 633,631 shares; 2025Q3: 669,810 shares; 2025Q4: 716,024 shares 716,024 $16M 0.67% +46,214 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,613 shares; 2024Q4: 286,635 shares; 2025Q1: 286,337 shares; 2025Q2: 317,611 shares; 2025Q3: 331,457 shares; 2025Q4: 337,079 shares 337,079 $15.7M 0.65% +5,622 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,497 shares; 2024Q4: 51,745 shares; 2025Q1: 54,860 shares; 2025Q2: 70,936 shares; 2025Q3: 75,734 shares; 2025Q4: 55,166 shares 55,166 $14.3M 0.59% -20,568 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,474 shares; 2024Q4: 162,750 shares; 2025Q1: 162,589 shares; 2025Q2: 170,926 shares; 2025Q3: 180,562 shares; 2025Q4: 193,015 shares 193,015 $14.2M 0.59% +12,453 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,882 shares; 2024Q4: 122,460 shares; 2025Q1: 124,561 shares; 2025Q2: 145,997 shares; 2025Q3: 155,882 shares; 2025Q4: 167,855 shares 167,855 $13.9M 0.58% +11,973 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,144 shares; 2024Q4: 66,381 shares; 2025Q1: 66,517 shares; 2025Q2: 70,328 shares; 2025Q3: 74,515 shares; 2025Q4: 79,646 shares 79,646 $13.3M 0.55% +5,131 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,355 shares; 2024Q4: 56,993 shares; 2025Q1: 56,744 shares; 2025Q2: 51,909 shares; 2025Q3: 60,303 shares; 2025Q4: 61,958 shares 61,958 $13.1M 0.55% +1,655 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428,184 shares; 2024Q4: 446,327 shares; 2025Q1: 462,684 shares; 2025Q2: 516,655 shares; 2025Q3: 557,492 shares; 2025Q4: 613,371 shares 613,371 $12.4M 0.52% +55,879 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,863 shares; 2025Q2: 88,737 shares; 2025Q3: 218,677 shares; 2025Q4: 502,656 shares 502,656 $11.9M 0.49% +283,979 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,625 shares; 2024Q4: 111,457 shares; 2025Q1: 110,975 shares; 2025Q2: 128,871 shares; 2025Q3: 133,767 shares; 2025Q4: 138,885 shares 138,885 $11.5M 0.48% +5,118 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,311 shares; 2025Q3: 9,176 shares; 2025Q4: 10,458 shares 10,458 $11.2M 0.47% +1,282 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,045 shares; 2024Q4: 431,778 shares; 2025Q1: 489,863 shares; 2025Q2: 445,589 shares; 2025Q3: 455,692 shares; 2025Q4: 477,694 shares 477,694 $11M 0.46% +22,002 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,595 shares; 2024Q4: 85,624 shares; 2025Q1: 89,530 shares; 2025Q2: 106,443 shares; 2025Q3: 113,460 shares; 2025Q4: 122,816 shares 122,816 $10.7M 0.45% +9,356 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,768 shares; 2024Q4: 447,902 shares; 2025Q1: 482,608 shares; 2025Q2: 435,120 shares; 2025Q3: 430,507 shares; 2025Q4: 451,747 shares 451,747 $10.3M 0.43% +21,240 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,897 shares; 2024Q4: 140,393 shares; 2025Q1: 138,510 shares; 2025Q2: 136,906 shares; 2025Q3: 136,370 shares; 2025Q4: 120,474 shares 120,474 $9.66M 0.4% -15,896 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,706 shares; 2025Q2: 83,094 shares; 2025Q3: 133,204 shares; 2025Q4: 410,573 shares 410,573 $9.61M 0.4% +277,369 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,130 shares; 2024Q4: 66,047 shares; 2025Q1: 145,916 shares; 2025Q2: 166,953 shares; 2025Q3: 169,836 shares; 2025Q4: 115,145 shares 115,145 $9.14M 0.38% -54,691 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,015 shares; 2024Q4: 67,612 shares; 2025Q1: 65,697 shares; 2025Q2: 63,177 shares; 2025Q3: 56,254 shares; 2025Q4: 50,525 shares 50,525 $8.77M 0.36% -5,729 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,116 shares; 2024Q4: 68,153 shares; 2025Q1: 68,551 shares; 2025Q2: 32,588 shares; 2025Q3: 30,906 shares; 2025Q4: 29,538 shares 29,538 $8.57M 0.36% -1,368 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,449 shares; 2025Q2: 56,720 shares; 2025Q3: 65,323 shares; 2025Q4: 58,882 shares 58,882 $7.51M 0.31% -6,441 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,775 shares; 2024Q4: 231,798 shares; 2025Q1: 233,982 shares; 2025Q2: 104,178 shares; 2025Q3: 46,488 shares; 2025Q4: 46,403 shares 46,403 $7.18M 0.3% -85 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,116 shares; 2024Q4: 84,652 shares; 2025Q1: 84,318 shares; 2025Q2: 81,786 shares; 2025Q3: 79,961 shares; 2025Q4: 74,075 shares 74,075 $7.13M 0.3% -5,886 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,871 shares; 2025Q3: 23,145 shares; 2025Q4: 26,696 shares 26,696 $6.48M 0.27% +3,551 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,336 shares; 2024Q4: 49,654 shares; 2025Q1: 50,990 shares; 2025Q2: 25,372 shares; 2025Q3: 22,500 shares; 2025Q4: 17,562 shares 17,562 $6.04M 0.25% -4,938 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,866 shares; 2024Q4: 10,411 shares; 2025Q1: 10,774 shares; 2025Q2: 14,297 shares; 2025Q3: 15,854 shares; 2025Q4: 16,088 shares 16,088 $5.95M 0.25% +234 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,907 shares; 2024Q4: 113,345 shares; 2025Q1: 113,259 shares; 2025Q2: 44,706 shares; 2025Q3: 43,551 shares; 2025Q4: 41,089 shares 41,089 $5.8M 0.24% -2,462 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,992 shares; 2024Q4: 157,333 shares; 2025Q1: 162,558 shares; 2025Q2: 163,402 shares; 2025Q3: 29,460 shares; 2025Q4: 27,816 shares 27,816 $3.87M 0.16% -1,644 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168,262 shares 168,262 $3.69M 0.15% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 832 shares; 2025Q1: 849 shares; 2025Q2: 898 shares; 2025Q3: 3,371 shares; 2025Q4: 3,378 shares 3,378 $3.63M 0.15% +7 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 4,987 shares; 2025Q1: 4,728 shares; 2025Q2: 4,481 shares; 2025Q3: 4,334 shares; 2025Q4: 4,090 shares 4,090 $2.47M 0.1% -244 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,612 shares; 2024Q4: 16,713 shares; 2025Q1: 16,713 shares; 2025Q2: 16,811 shares; 2025Q3: 16,293 shares; 2025Q4: 16,233 shares 16,233 $1.59M 0.07% -60 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,515 shares; 2024Q4: 4,335 shares; 2025Q1: 5,646 shares; 2025Q2: 4,701 shares; 2025Q3: 4,330 shares; 2025Q4: 4,543 shares 4,543 $1.52M 0.06% +213 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,461 shares; 2024Q4: 11,444 shares; 2025Q1: 11,367 shares; 2025Q2: 12,387 shares; 2025Q3: 12,438 shares; 2025Q4: 12,536 shares 12,536 $1.51M 0.06% +98 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,195 shares; 2025Q1: 3,150 shares; 2025Q2: 3,136 shares; 2025Q3: 3,116 shares; 2025Q4: 3,158 shares 3,158 $1.49M 0.06% +42 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,403 shares; 2024Q4: 29,431 shares; 2025Q1: 28,551 shares; 2025Q2: 27,507 shares; 2025Q3: 26,515 shares; 2025Q4: 25,202 shares 25,202 $1.43M 0.06% -1,313 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,584 shares; 2024Q4: 3,774 shares; 2025Q1: 3,275 shares; 2025Q2: 3,369 shares; 2025Q3: 3,089 shares; 2025Q4: 3,163 shares 3,163 $1.42M 0.06% +74 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,859 shares; 2024Q4: 6,906 shares; 2025Q1: 6,869 shares; 2025Q2: 6,957 shares; 2025Q3: 13,829 shares; 2025Q4: 12,375 shares 12,375 $1.41M 0.06% -1,454 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,597 shares; 2025Q3: 39,232 shares; 2025Q4: 55,766 shares 55,766 $1.39M 0.06% +16,534 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,587 shares; 2024Q4: 22,617 shares; 2025Q1: 23,353 shares; 2025Q2: 6,149 shares; 2025Q3: 5,736 shares; 2025Q4: 5,592 shares 5,592 $1.38M 0.06% -144 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,053 shares; 2024Q4: 36,616 shares; 2025Q1: 31,752 shares; 2025Q2: 31,389 shares; 2025Q3: 30,762 shares; 2025Q4: 29,731 shares 29,731 $1.32M 0.05% -1,031 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,330 shares 16,330 $1.31M 0.05% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,599 shares; 2024Q4: 21,635 shares; 2025Q1: 21,610 shares; 2025Q2: 21,610 shares; 2025Q3: 23,276 shares; 2025Q4: 34,864 shares 34,864 $1.2M 0.05% +11,588 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,569 shares; 2024Q4: 20,569 shares; 2025Q1: 20,569 shares; 2025Q2: 20,569 shares; 2025Q3: 20,569 shares; 2025Q4: 20,569 shares 20,569 $1.16M 0.05% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,307 shares; 2024Q4: 7,254 shares; 2025Q1: 6,815 shares; 2025Q2: 6,799 shares; 2025Q3: 6,769 shares; 2025Q4: 6,557 shares 6,557 $1.11M 0.05% -212 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,434 shares; 2024Q4: 7,436 shares; 2025Q1: 7,494 shares; 2025Q2: 7,301 shares; 2025Q3: 7,137 shares; 2025Q4: 6,903 shares 6,903 $974K 0.04% -234 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,241 shares; 2025Q3: 13,344 shares; 2025Q4: 13,344 shares 13,344 $931K 0.04% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,045 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares 4,044 $930K 0.04% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,463 shares; 2025Q1: 2,457 shares; 2025Q2: 2,356 shares; 2025Q3: 2,536 shares; 2025Q4: 2,620 shares 2,620 $926K 0.04% +84 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 4,065 shares; 2025Q3: 4,118 shares; 2025Q4: 4,415 shares 4,415 $922K 0.04% +297 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,046 shares; 2024Q4: 89,420 shares; 2025Q1: 90,202 shares; 2025Q2: 7,749 shares; 2025Q3: 8,032 shares; 2025Q4: 7,592 shares 7,592 $912K 0.04% -440 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 881 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 935 shares; 2025Q4: 1,121 shares 1,121 $845K 0.04% +186 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,143 shares; 2024Q4: 20,128 shares; 2025Q1: 20,117 shares; 2025Q2: 20,009 shares; 2025Q3: 19,711 shares; 2025Q4: 17,229 shares 17,229 $807K 0.03% -2,482 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,547 shares; 2025Q4: 3,856 shares 3,856 $798K 0.03% +309 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,192 shares; 2024Q4: 57,192 shares; 2025Q1: 40,804 shares; 2025Q2: 24,416 shares; 2025Q3: 24,416 shares; 2025Q4: 24,416 shares 24,416 $797K 0.03% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 11,638 shares; 2025Q1: 11,611 shares; 2025Q2: 11,598 shares; 2025Q3: 11,582 shares; 2025Q4: 11,682 shares 11,682 $684K 0.03% +100 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,955 shares; 2025Q2: 14,955 shares; 2025Q3: 17,955 shares; 2025Q4: 14,955 shares 14,955 $684K 0.03% -3,000 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 1,041 shares; 2025Q4: 3,047 shares 3,047 $641K 0.03% +2,006 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,250 shares 6,250 $637K 0.03% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,744 shares; 2024Q4: 51,350 shares; 2025Q1: 53,027 shares; 2025Q2: 2,535 shares; 2025Q3: 2,299 shares; 2025Q4: 2,196 shares 2,196 $608K 0.03% -103 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 9,026 shares; 2025Q1: 9,960 shares; 2025Q2: 9,802 shares; 2025Q3: 10,518 shares; 2025Q4: 10,930 shares 10,930 $601K 0.03% +412 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,093 shares 3,093 $571K 0.02% +93 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,179 shares; 2024Q4: 5,900 shares; 2025Q1: 5,650 shares; 2025Q2: 5,520 shares; 2025Q3: 5,923 shares; 2025Q4: 7,080 shares 7,080 $564K 0.02% +1,157 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 4,629 shares; 2025Q1: 4,587 shares; 2025Q2: 5,092 shares; 2025Q3: 5,093 shares; 2025Q4: 5,034 shares 5,034 $561K 0.02% -59 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,544 shares; 2025Q4: 3,578 shares 3,578 $545K 0.02% +1,034 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,648 shares; 2025Q4: 1,649 shares 1,649 $540K 0.02% +1 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,472 shares; 2024Q4: 6,224 shares; 2025Q1: 6,178 shares; 2025Q2: 6,158 shares; 2025Q3: 5,917 shares; 2025Q4: 5,655 shares 5,655 $533K 0.02% -262 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,584 shares; 2025Q3: 14,779 shares; 2025Q4: 14,929 shares 14,929 $523K 0.02% +150 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 7,369 shares; 2025Q1: 7,244 shares; 2025Q2: 13,580 shares; 2025Q3: 10,869 shares; 2025Q4: 12,664 shares 12,664 $516K 0.02% +1,795 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,245 shares 2,245 $493K 0.02% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 2,160 shares; 2025Q1: 2,153 shares; 2025Q2: 2,153 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares 2,099 $486K 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,978 shares; 2024Q4: 445,319 shares; 2025Q1: 457,758 shares; 2025Q2: 483,679 shares; 2025Q3: 122,959 shares; 2025Q4: 13,090 shares 13,090 $484K 0.02% -109,869 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,176 shares; 2025Q1: 1,326 shares; 2025Q2: 1,366 shares; 2025Q3: 1,490 shares; 2025Q4: 1,595 shares 1,595 $472K 0.02% +105 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,359 shares 1,359 $466K 0.02% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,962 shares 9,962 $464K 0.02% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 3,721 shares; 2025Q1: 3,635 shares; 2025Q2: 4,450 shares; 2025Q3: 4,131 shares; 2025Q4: 4,340 shares 4,340 $457K 0.02% +209 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 2,892 shares; 2025Q1: 2,829 shares; 2025Q2: 3,187 shares; 2025Q3: 2,587 shares; 2025Q4: 3,040 shares 3,040 $436K 0.02% +453 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,069 shares; 2025Q1: 16,007 shares; 2025Q2: 16,461 shares; 2025Q3: 16,483 shares; 2025Q4: 16,507 shares 16,507 $433K 0.02% +24 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,213 shares; 2025Q1: 1,208 shares; 2025Q2: 1,231 shares; 2025Q3: 1,283 shares; 2025Q4: 2,211 shares 2,211 $431K 0.02% +928 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 505 shares; 2025Q1: 479 shares; 2025Q2: 628 shares; 2025Q3: 637 shares; 2025Q4: 889 shares 889 $430K 0.02% +252 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,358 shares; 2024Q4: 11,131 shares; 2025Q1: 9,842 shares; 2025Q2: 9,842 shares; 2025Q3: 9,842 shares; 2025Q4: 9,179 shares 9,179 $430K 0.02% -663 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,671 shares; 2024Q4: 8,578 shares; 2025Q1: 8,531 shares; 2025Q2: 8,395 shares; 2025Q3: 8,337 shares; 2025Q4: 7,322 shares 7,322 $424K 0.02% -1,015 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: not reported; 2025Q1: 1,497 shares; 2025Q2: 1,730 shares; 2025Q3: 1,790 shares; 2025Q4: 1,852 shares 1,852 $423K 0.02% +62 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 18,304 shares; 2025Q1: 15,397 shares; 2025Q2: 15,184 shares; 2025Q3: 15,185 shares; 2025Q4: 15,718 shares 15,718 $423K 0.02% +533 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 762 shares; 2025Q1: not reported; 2025Q2: 762 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares 1,062 $413K 0.02% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 611 shares; 2025Q2: 607 shares; 2025Q3: 697 shares; 2025Q4: 708 shares 708 $406K 0.02% +11 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 610 shares; 2025Q4: 618 shares 618 $404K 0.02% +8 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,375 shares 1,375 $396K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,503 shares 8,503 $395K 0.02% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 285 shares; 2025Q1: 267 shares; 2025Q2: 257 shares; 2025Q3: 382 shares; 2025Q4: 4,067 shares 4,067 $381K 0.02% +3,685 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,412 shares; 2024Q4: 13,940 shares; 2025Q1: 13,940 shares; 2025Q2: 13,787 shares; 2025Q3: 12,709 shares; 2025Q4: 12,580 shares 12,580 $380K 0.02% -129 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 980 shares; 2025Q4: 1,779 shares 1,779 $377K 0.02% +799 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,137 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 2,137 shares; 2025Q3: 2,072 shares; 2025Q4: 1,974 shares 1,974 $366K 0.02% -98 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,743 shares; 2024Q4: 10,743 shares; 2025Q1: 36,906 shares; 2025Q2: 36,906 shares; 2025Q3: 26,906 shares; 2025Q4: 22,056 shares 22,056 $358K 0.01% -4,850 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,423 shares; 2025Q4: 1,368 shares 1,368 $352K 0.01% -55 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,001 shares; 2025Q4: 10,001 shares 10,001 $351K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 945 shares; 2025Q4: 945 shares 945 $350K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 4,107 shares; 2025Q1: 3,725 shares; 2025Q2: 3,705 shares; 2025Q3: 3,655 shares; 2025Q4: 7,671 shares 7,671 $343K 0.01% +4,016 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,836 shares; 2025Q1: 1,803 shares; 2025Q2: 2,067 shares; 2025Q3: 2,085 shares; 2025Q4: 2,102 shares 2,102 $337K 0.01% +17 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,276 shares; 2025Q4: 2,720 shares 2,720 $335K 0.01% +444 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares 5,400 $331K 0.01% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 4,363 shares; 2025Q1: 4,591 shares; 2025Q2: 4,987 shares; 2025Q3: 4,991 shares; 2025Q4: 4,693 shares 4,693 $328K 0.01% -298 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares 1,419 $327K 0.01% 0 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,081 shares; 2025Q3: 19,081 shares; 2025Q4: 19,081 shares 19,081 $325K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,188 shares; 2025Q4: 1,052 shares 1,052 $324K 0.01% -136 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 506 shares; 2025Q1: 515 shares; 2025Q2: 543 shares; 2025Q3: 544 shares; 2025Q4: 551 shares 551 $320K 0.01% +7 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares 1,775 $316K 0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,453 shares 12,453 $291K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,200 shares 2,200 $284K 0.01% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,265 shares; 2025Q1: not reported; 2025Q2: 1,326 shares; 2025Q3: 1,209 shares; 2025Q4: 1,440 shares 1,440 $281K 0.01% +231 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,170 shares 4,170 $280K 0.01% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,270 shares; 2025Q3: 3,351 shares; 2025Q4: 3,567 shares 3,567 $275K 0.01% +216 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,298 shares; 2024Q4: 93,014 shares; 2025Q1: 9,943 shares; 2025Q2: 10,302 shares; 2025Q3: 10,498 shares; 2025Q4: 10,554 shares 10,554 $273K 0.01% +56 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 2,165 shares; 2025Q4: 1,104 shares 1,104 $273K 0.01% -1,061 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,477 shares 4,477 $272K 0.01% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 542 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 551 shares; 2025Q4: 566 shares 566 $264K 0.01% +15 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,190 shares; 2025Q3: not reported; 2025Q4: 10,526 shares 10,526 $262K 0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,065 shares; 2024Q4: 7,065 shares; 2025Q1: 7,185 shares; 2025Q2: 7,065 shares; 2025Q3: 7,065 shares; 2025Q4: 7,142 shares 7,142 $259K 0.01% +77 Timeline TDF TEMPLETON DRAGON FD INC More: the full row for TEMPLETON DRAGON FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,865 shares; 2025Q3: 22,865 shares; 2025Q4: 22,865 shares 22,865 $257K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,915 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 533 shares 533 $256K 0.01% -23 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,166 shares; 2024Q4: 12,706 shares; 2025Q1: 12,672 shares; 2025Q2: 12,672 shares; 2025Q3: 12,442 shares; 2025Q4: 12,442 shares 12,442 $255K 0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,419 shares; 2024Q4: 25,754 shares; 2025Q1: 25,193 shares; 2025Q2: 23,611 shares; 2025Q3: 751 shares; 2025Q4: 764 shares 764 $252K 0.01% +13 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,848 shares; 2025Q3: 4,737 shares; 2025Q4: 5,119 shares 5,119 $252K 0.01% +382 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,158 shares; 2025Q1: not reported; 2025Q2: 1,106 shares; 2025Q3: 1,170 shares; 2025Q4: 1,159 shares 1,159 $252K 0.01% -11 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,537 shares; 2024Q4: 6,037 shares; 2025Q1: 6,033 shares; 2025Q2: 5,569 shares; 2025Q3: 5,520 shares; 2025Q4: 5,768 shares 5,768 $251K 0.01% +248 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,316 shares 1,316 $241K 0.01% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,372 shares; 2025Q1: 5,372 shares; 2025Q2: 5,372 shares; 2025Q3: 5,242 shares; 2025Q4: 5,242 shares 5,242 $241K 0.01% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 840 shares; 2025Q4: 787 shares 787 $241K 0.01% -53 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: not reported; 2025Q1: 3,962 shares; 2025Q2: 3,966 shares; 2025Q3: 4,034 shares; 2025Q4: 3,833 shares 3,833 $239K 0.01% -201 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 884 shares; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: 884 shares; 2025Q4: 884 shares 884 $238K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,959 shares; 2024Q4: 221,850 shares; 2025Q1: 225,395 shares; 2025Q2: 257,443 shares; 2025Q3: 247,687 shares; 2025Q4: 6,076 shares 6,076 $238K 0.01% -241,611 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,835 shares 6,835 $237K 0.01% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 1,509 shares; 2025Q1: 1,589 shares; 2025Q2: 1,769 shares; 2025Q3: 2,918 shares; 2025Q4: 1,640 shares 1,640 $235K 0.01% -1,278 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,677 shares; 2024Q4: 21,656 shares; 2025Q1: 914 shares; 2025Q2: 813 shares; 2025Q3: 885 shares; 2025Q4: 894 shares 894 $224K 0.01% +9 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 1,079 shares 1,079 $221K 0.01% +24 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,088 shares 1,088 $216K 0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,711 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,444 shares; 2025Q4: 1,442 shares 1,442 $214K 0.01% -2 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,395 shares 2,395 $212K 0.01% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,147 shares 3,147 $208K 0.01% new Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,669 shares; 2025Q4: 16,029 shares 16,029 $80.5K <0.01% -640 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: not reported; 2025Q4: 15,425 shares 15,425 $77.1K <0.01% new Timeline